Institutional Ownership Ishares Trust Aaa A Rated Corp (QLTA)
This table provides information about the institutional ownership of Ishares Trust Aaa A Rated Corp (QLTA). We have compiled data on the 129 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $512 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
1,361,263
shares
|
$63.8 Million
1.66% of portfolio
|
Q1 2024
Reduced 2.42%
|
|
Madison Asset Management, LLC
Madison, WI |
May 09, 2024 Q1 2024 |
950,827
shares
|
$44.6 Million
0.6% of portfolio
|
Q1 2024
Added 25.99%
|
|
Eastern Bank
|
May 09, 2024 Q1 2024 |
791,961
shares
|
$37.1 Million
1.62% of portfolio
|
Q1 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
778,782
shares
|
$36.5 Million
0.02% of portfolio
|
Q1 2024
Added 95.13%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
590,283
shares
|
$27.7 Million
0.05% of portfolio
|
Q1 2024
Added 7.09%
|
|
Pacific Wealth Management
|
Apr 16, 2024 Q1 2024 |
453,957
shares
|
$21.3 Million
11.55% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
404,648
shares
|
$19 Million
0.0% of portfolio
|
Q1 2024
Reduced 58.24%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
292,553
shares
|
$13.7 Million
0.02% of portfolio
|
Q1 2024
Added 5.46%
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Apr 24, 2024 Q1 2024 |
292,055
shares
|
$13.7 Million
1.24% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
Bailard, Inc.
|
May 08, 2024 Q1 2024 |
282,411
shares
|
$13.2 Million
0.37% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
274,681
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2024
Added 11.43%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
273,091
shares
|
$12.8 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
272,165
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
240,510
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2024
Added 6.67%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 01, 2024 Q1 2024 |
197,770
shares
|
$9.27 Million
0.15% of portfolio
|
Q1 2024
Added 16.5%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
192,385
shares
|
$9.02 Million
0.0% of portfolio
|
Q1 2024
Reduced 35.86%
|
|
Wooster Corthell Wealth Management, Inc.
|
Apr 29, 2024 Q1 2024 |
191,895
shares
|
$8.99 Million
2.09% of portfolio
|
Q1 2024
Added 2.44%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
188,721
shares
|
$8.84 Million
0.0% of portfolio
|
Q1 2024
Reduced 22.15%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
175,667
shares
|
$8.23 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
161,443
shares
|
$7.57 Million
0.32% of portfolio
|
Q1 2024
Added 15.71%
|
|
Colton Groome Financial Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
157,472
shares
|
$7.38 Million
3.01% of portfolio
|
Q1 2024
Added 6.84%
|
|
Rkl Wealth Management LLC
|
May 08, 2024 Q1 2024 |
151,936
shares
|
$7.12 Million
0.72% of portfolio
|
Q1 2024
Added 3.11%
|
|
Sterling Investment Advisors LLC
|
Apr 11, 2024 Q1 2024 |
146,724
shares
|
$6.88 Million
4.08% of portfolio
|
Q1 2024
Added 3.28%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
124,696
shares
|
$5.84 Million
0.31% of portfolio
|
Q1 2024
Reduced 28.96%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
117,409
shares
|
$5.5 Million
0.02% of portfolio
|
Q1 2024
New holding
|